Investing In Your Future The Right Way


Investment Plans

If you’re here, you either already have investments or feel that you’re ready to start investing. We can’t wait to connect with you! Here’s how to meet us and what will happen once you do!


STEP 1) Schedule an Introductory Meeting if you just want to see if Blue Jay is a good fit. We’ll talk about your past experiences, future goals, and hopefully laugh a little.This is low pressure and free! We don’t charge a dime until we are managing your assets.

STEP 2) Once you know you want to work with us, schedule a Get Organized Meeting. To get the most out of this time, we suggest you bring in statements of current retirement accounts, bank information, current budgets, and any other personal financial materials. If you’re wondering whether or not information will be useful, bring it on in! We would rather have too much information than not enough – and it’s usually all connected.

STEP 3) We’ll review your information and develop a retirement plan alongside you and your family. Once we agree upon a plan, we will schedule the next meeting while you’re still in the office.

STEP 4) Paperwork Meeting: you’ll come in and sign all of your paperwork. These are usually applications for retirement accounts but it is all dependent upon your unique situation. Whatever you need to do – the paperwork to make it happen will be ready to be signed!

STEP 5) We’re done with set-up! From here, we will implement an agreed upon Review Schedule that works best for you. We will contact you on a quarterly, semi-annually, or yearly rotation, all based upon your complication level and need. Beyond the schedule, feel free to contact us whenever you need help!


Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.